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To: Boplicity who wrote (9502)	1/31/2001 1:24:08 AM
From: DaYooper	Respond to of 13572

you summed it up at the bottom of your post, I'm looking for 100 nothing more. The GSM wireless heavyweights are rightfully lowering expectations considering they have saturated markets and nothing "new" to sell. QCOM has several factors in it's favor that the GSM cartel does not. 1)Huge potential of amps networks now being upgraded to cdma in U.S. 2)New product cycle just beginning, 1x, and will get stronger throughout the year. 3)China orders will be placed and analysts will need to work those metrics into valuation models. 4)Nok will need to sign 3G license agreement soon -- even expected by Nok fans to happen this year. QCOM's valuation will show no relationship to the projections made by GSM heavyweights. And no reason it should. Rory